Brian is the Co-Founder and Managing Partner of Journey Strategic Wealth.
Brian has over 15 years of experience in the financial advisory and wealth management arena covering family offices, ultra-high net worth individuals and institutional clients. Brian works closely with clients on their diversified investment strategies, concentrated stock positions, wealth transfer, and multi-generational financial planning. Brian has been quoted in the Financial Times, Financial Advisor IQ, WealthManagement.com and RIABiz.
Prior to founding Journey Strategic Wealth, Brian was a Managing Director at Magnus Financial Group. Brian has previously held positions at Dynasty Financial Partners, Merrill Lynch and DHF Capital.
Brian has a B.S. from the Alfred Lerner College of Business and Economics at the University of Delaware, where he was a member of the varsity baseball team. In his free time, he enjoys golfing, traveling, and spending time with his wife and two children. Brian is a resident of Summit, New Jersey.
Disclosure: Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany NY 12207. Purshe Kaplan Sterling Investments and Journey Strategic Wealth are not affiliated companies. Not FDIC Insured. Not Bank Guaranteed. May lose value including loss of principal. Not insured by any state or federal agency.